Gerardo Olavarrieta is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, following a one-year tenure at PNC Managed Account Solutions. Outside of his advisory role, he has ownership in a rental property in El Paso, TX. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients. The firm utilizes structured financial planning tools and a range of investment strategies to deliver tailored wealth management solutions.

Bradley Walkoviak is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2009. He is also the owner of Cinnamon Oak Consultants, LLC, through which he manages his Ameriprise advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

James Kelley is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. In addition to his advisory work, he serves as managing general partner of a family limited partnership managing the assets of his family estate and acts as executor and trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering solutions that incorporate research, analytics, and modern portfolio theory.

Cory Walton is a financial advisor with LPL Financial based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation and New England Securities. He is also involved with Stonewolf Benefits, LLC, offering services related to employee benefits and insurance, and operates an online platform providing courses, consulting, and coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and various technology tools.

Marilyn Page is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with UBS since 2013. Outside of her advisory work, she volunteers with the Houston Livestock Show and Rodeo educational charity, supporting children's programs in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Nicole Chan is a financial advisor at RBC Capital Markets in Houston, TX, with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A. and Legacy Mutual Mortgage. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers while providing portfolio management, financial planning, custody, and brokerage services.

Mark Elias is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and having 29 years of industry experience. He previously worked at Morgan Stanley & Co. LLC from 1997 to 2003 before joining UBS in 2013. Outside of his advisory role, Elias is a partner in a physician telephone answering service and serves on the board of a wholesale electricity sales company, as well as on the board of a homeowners association. He is also involved in mentoring student athletes at the University of Texas at Austin through a leadership and mentorship program. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Veronica Miller is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2001 and holds Series 63 and Series 66 licenses. Between 2009 and 2013, she was also commissioned as a notary public in Austin, Texas. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Mark Underwood is a Financial Consultant at Fidelity Investments, where he has been employed since 1999. Throughout his tenure, he has held various roles including Financial Consultant, Vice President Executive Planning Consultant, Vice President Branch Manager, Regional Planning Consultant, Vice President Senior Account Executive, and Investment Representative. Mark's experience spans over two decades within Fidelity Investments, providing him with extensive knowledge in investment planning, client service, and personalized financial guidance. His commitment is to leverage Fidelity's diverse investment options and resources to assist clients in working toward their financial objectives. No specific information regarding his education, credentials, personal interests, or community involvement has been provided.

Christopher Wooldridge is a financial advisor at Merrill based in Houston, TX, holding a Series 66 designation with three years of industry experience. His work history includes roles at Bank of America, W&S Brokerage, Western & Southern Life, and previous experience in real estate with ReMax and Chris Properties. Wooldridge has also served as a full-time sales agent for Western & Southern Life. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anna Magar is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at Merrill from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Keenan is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial and its predecessor entities since 2006, and previously worked at Cetera Investment Services and Merrill. Outside of his advisory role, Keenan is an independent consultant for Young Living, involved in network marketing of essential oils. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools, and stands out for its scale and breadth of financial activities alongside its advisory platform.

Marcus Fair Jr. is a financial advisor with RBC Capital Markets, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Baird and BMO Harris Bank. He is based in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Kelly Franco is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following two years at Morgan Stanley. Outside of her advisory role, she is a managing member of a family LLC intended to start a small business involving the installation of screen garage door kits. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Larry Callender is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2001 and holds a Series 63 designation. Outside of his advisory role, he serves on the board of the Rise School of Houston and chairs its annual golf tournament. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Steven Will is a financial advisor with LPL Financial in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he was employed at Charles Schwab Bank and Charles Schwab & Co., Inc. for two years and worked at Lone Star College - University Park for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory strategies with a range of options including strategic allocations and alternative exposures.

Andrew Oretsky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with IMG Financial Group and Securian Financial Services, with a background that includes fixed insurance sales through Ardent Solutions and IMG Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party managers.

Emilee Baker is a Series 65-licensed financial advisor with two years of industry experience, currently working at Edelman Financial Engines in Houston, TX. Her background includes prior roles within the same firm and its predecessor, Financial Engines Advisors, L.L.C., as well as experience outside finance at United Rentals Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified model portfolios and long-term investment orientation.

Dean Lin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, and previously at Merrill and Bank of America from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Austin Rieff is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he served seven years in the United States Army and held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is employed as a pet sitter in Olympia, Washington. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.